See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,931 | $146,267-85.7% | $197,124-89.4% | $82,448-74.6% |
| Participation rate | 54.1% | 84.0%-29.9pp | 86.7%-32.6pp | 68.1%-14.0pp |
| Annual return | 23.23% | 29.61%-6.4pp | 44.34%-21.1pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,032 | $7,035-56.9% | $9,135-66.8% | $4,139-26.8% |
| Admin fee / account holder | $1,174 | $14,422-91.9% | $16,298-92.8% | $7,234-83.8% |